$10MM AUM | $85,000 GDC in Clackamas, OR

Market
Advisor
Member Level
Premier
Last Activity
today
General
Listing Type
Merge | Succession | Successor
Location
Clackamas, OR, US
Fee 0% Commission 100%
Gross Revenue
$85,000
# of Accounts
75
Avg Client Age
67
Overview

Credentialed fee-only financial planner with state-registered RIA exploring opportunities for succession, or possibly even join/merger in the right situation.

The RIA is a financial planning and investment management firm specializing in the retirement transition (both financial and non-financial facets) and providing tactical discretionary portfolio management for clients.

We serve 35 client households with ~$10M AUM plus non-managed AUA of ~$3.7M. Average client age is approximately 67. Additionally, we provide consulting services (no asset management) to sponsors of four small 401(k) plans with ~$2M in assets. AUM fees comprise most of our revenue, but we also have ongoing fixed and hourly fee consulting relationships.

Extended Profile Information

Loading...